Thursday, February 28, 2013

Introduction to Our Investment Services

At Spratt Financial Services, we're not all about insurance. Our investment division is headed by Ross Wallace; an esteemed and accredited Authorised Financial Advisor (AFA), with over 30 years of experience in the Investment Industry. He is a member of the Institute of Financial Advisors (IFA) – New Zealand’s industry leading professional body for financial advice practitioners. 

Investment planning can be a crucial part of securing financial prosperity, and the benefits of sound investment can be huge. At Spratt Financial Services, we provide sound, well researched investment information for individuals, family trusts and businesses. Whether you are in need of a short term or long term solution, our team of professionals is ready to help.
 
You may be taking the first steps towards managing retirement funds. You may require the accumulation of funds towards a specific goal. You may have a lump sum you wish to invest for greater gains. Whatever your unique circumstances may be, we have fully qualified advisors to assist you in making the right investment choices. We specialize in tailoring solutions which are exclusive to you, and our investment solutions are fully researched and monitored by an independent research house, ensuring you the best and most up to date information with which to make your investment decisions.


Our services include information relating to:

  • Regular savings programmes.
  • Investment of lump sum amounts.
  • Full pre and post retirement investment modelling.
  • KiwiSaver.
  • UK Pension Transfers.  

We will always offer to you the best possible combination of investment strategies. We will work with you to determine whether your strategy suits one of our model portfolios or whether we need to tailor make a portfolio specifically for you. At Spratt Financial Services, we have adopted a disciplined six step process to ensure your reccommended investment solution has an optimal allocation of assets.


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